Alternative Independent Advice - About Us

Client Reviews

Future Planning Wealth Management are extremely proud of the work carried out, as we always look to deliver great outcomes for all clients. We promise to stay in touch and never forget about you and will provide regular reviews, remaining value for money. One of our key aims is to let you enjoy your life with no money worries. Below are some of our verified client reviews:


Anil came recommended by a local estate agent & throughout my dealing with them, every company in the area I dealt with knew either personally or by reputation & spoke very highly of them. Extremely knowledgable within services they provided.

Marti Wiltshire

Hello Sanjay Badhan IS everything stated on his site and more. We've' known him for 10 years approx. initially in the Halifax and latterly as an independent I endorse; THE ADVICE HE GIVES IS GOOD. Somehow this sounds an understatement but his advice is go

Wm. Elfed Young-Powell Wiltshire

Sanjay explains everything in plain language and doesn't use jargon. He always turns up on time and texts a reminder message a few days before the appointment. I'm happy with the service I get so don't know anything he could do better.

Moira Bowie Wiltshire

Sanjay is a fantastic adviser who listened and understood my needs then supported me with the relevant solutions - Very happy with the service i received and would recommend to anyone.

Simon London

Having completed everything Sanjay has been true to his word and delivered - exceeding my expectations. I am delighted with the results and thanks to the extra effort he has put in truly getting to know us, we look forward to an even better retirement.

Doug Avon

Sanjay provides a comprehensive service with thorough and well researched advice for remortgaging and long-term investment. By listening to my aspirations and asking appropriate questions he has undoubtedly left me better off.

Richard Oxfordshire

Anil completed my mortgage and protection policies and has always been available for any additional queries I have had both throughout and after he gave me advice. Excellent knowledge, very thorough and attentive to my needs. He has also subsequently prov

Michelle Wiltshire

We first met Sanjay 7 years ago and since, Sanjay has done a great job of looking after our mortgage, protection, savings and pension planning. We consider him more so a friend now, such is our trust in him, rather than just our adviser. Sanjay was happy

Pete & Jo Wiltshire

After I retired my wife died and I needed help with handling my money & investments. Kevin was recommended to me and I found he was the only financial adviser who actually listened to what I wanted to do with my money, and he arranged everything for me

Derek Wiltshire

Sanjay takes the time to understand my situation and factor this in to his recommendations. He is always professional and knowledgeable. The advice he gives me has worked well since I have been dealing with him and I consider it to be value for money.

Rob Jones Wiltshire

Sanjay has looked after my finances for nearly ten years, never over complicating and explaining things very well. He has helped my transition into retirement flawlessly and continues to provide excellent advice. The technology he uses makes viewing my in

Greta Chippenham

Mr Badhan explained everything so well and even made the more complicated stuff easy to understand.sent me emails so I could review it for future reference.

Craig MacDonald Wiltshire

Sanjay takes the time to understand my situation and advise appropriately to make sure that my portfolio is outperforming compared to where it was previously. The technology and access I have to view my performance is excellent and having reconstructed my

Seymour Williams Swindon

Was approaching retirement & looking at best way of investing a lump sum. Kevin accepted that I was a risk averse client. Suggested funds that matched this & recommended spreading the investment across a number of these funds to further minimise risk

Gordon Cheshire

Sanjay is very conscientious, efficient and helpful and can be recommended to do the best for his clients. He gives very clear advice and is patient.

Joy Blacklock Wiltshire

Sanjay listened to what we were saying. It sounds simple, but really did just that. Created an exit strategy for ourselves from both employment & self employment. Made it incredibly easy to see that we could retire earlier than expected. Excellent.

Gordon Wiltshire

After 26 years with the same company I was made redundant following a merger. This left me needing advice for a number of different reasons. Kevin listened to my circumstances, talked through a number of different scenarios & I am more than happy

Carol Manchester

We approached for help with making my financial affairs more tax efficient, as concerned with Inheritance Tax. Sanjay explained everything in clear English, it was easy to understand & the team got to know us, rather than sell things. Lovely & refreshing!

Stephen Cromwell Avon

Sanjay took the time to really get to know me & what I was after, helping me understand things I wasn't even aware of. Then rearranged my affairs from a previous adviser better (bonus: saved money with lower risk). WIsh we met years ago!

Geo Wiltshire

I needed direction and organisation with my finances and assets. Sanjay Badhan helped me make sense of my money and what it meant to me. Spoke in plain English and wasn't pushy or "salesy" or making me feel uncomfortable. There was no rushing and in fact

Kieran Bristol

I have known Sanjay for many years, he has always been very knowledgeable and competent. He is extremely courteous and always delivers on his promise. Sanjay is extremely hardworking and over the years I have known him always puts his clients first. Sanja

Chris Hogarth London

Retirement from full time employment. Established that I was a cautious investor and provided advice on investment of savings and lump sum received on retirement. Despite difficult world wide financial markets reasonable increase in capital achieved.

Pat Cheshire

I have known Sanjay from the days he worked in the Halifax and I have always found him to be very honest, professional and reliable. He listens intently and is patient when explaining anything complicated to me. I wouldn't hesitate in recommending Sanjay

Mrs C M Wiltshire

Firstly coming into an inheritance, and then retirement. Kevin explained what options we had and gave us a good appraisal of the current markets after we had advised what we wanted to look for with our money, short term and long term.

Paul Cheshire

Sanjay is very patient with me and invests my money in areas that I am comfortable with, knowing that I am very low risk. I know he cares about making sure the right thing happens to his clients, having been with him since 2006.

Audrey Sutton Wiltshire

I have a great deal of financial experience, and felt comfortable dealing with someone of Sanjay's knowledge and ability. Sanjay has provided us with valuable advice as I establish myself in my own business. He took time to get to know us and our goals, a

Moheddine & Meg Wiltshire

I was made redundant with a lump sum to invest for my future. Kevin looked at all my finances & advised me how best to use my lump sum due to the poor investment rates being given in banks and building societies. Yes my investments are now performing well

Lesley Cheshire

Received redundancy monies, wanting advice on best course of action. Kevin discussed what was important to me, taking time to explain pros & cons & helping me design best solution. An honest approach with no sales push & he cared about what I was saying

Mark Manchester

Sanjay really listened to all of our requirements and was able to advise us appropriately. He works in a very professional manner and always replied promptly to all our queries. Nothing was ever too much trouble! From working in the financial service sect

Shivani London

Sanjay keeps in touch and helps me feel safe about investing my money. I trust him to look after my investments and provide regular updates. Our review meetings are always enjoyable, informative and he explains things at a level that I can understand, whi

Barry Shute Swindon

Anil listens, understands and accommodating. Very helpful explaining the products to consider with pros and cons of products and plans being considered.

Jass Wiltshire

I was planning for exiting my business & wishing for a difference of opinion from current advisers, as not sure was receiving value for money. Sanjay was a breath of fresh air, took into account my goals in life; not just how much money I had. 5/5 thanks!

Brett Berkshire

Sanjay provided me with financial advice in 2007. Since then, he has always kept in contact with me. He took time to explain everything to me in a clear manner. I would have no hesitation to recommend him to other wishing to discuss their financial arrang

Chris Yorkshire

Kevin was recommended by Aviva as a financial adviser. Discussed my requirements and present a comprehensive package for review with me. Yes, his services are great.

Roland Manchester

Sanjay has been a pleasure to work with from start to finish. His professionalism from start to finish impressed us hugely. As a first time buyer, buying a mortgage was very daunting, Sanjay took us through step by step to ensure we knew what to expect an

Amar Joban London

Sanjay is a very approachable and positive person and from someone like me who knows nothing about pensions, he is extremely good at explaining in layman terms, what needs to be done. He listens to what has to be done and gets its sorted very quickly.

Wendy Wiltshire

Get in touch

Stay up to date

Enter your name and Email below to join our mailing list and receive our Newsletter

UK Top Rated Firm UK Top Rated Firm UK Top Rated Firm